Position in VRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,002,393
+$2,096,656 QoQ
Shares Held
23,954
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Capital Planning Advisors, LLC holds $6,002,393 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
23,954 | $6,002,393 |
All Filings in VRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,002,393 | 23,954 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,905,737 | 24,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,716,586 | 24,636 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,096,992 | 24,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,406,383 | 19,479 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,305,378 | 11,490 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||